Steve Brown

People don't want a data center in their backyard, not necessarily for rational reasons, but mostly because we don't want our electric bills to go up.

If we could solve that issue, there's no real reason not to have a data center near you.

It

Anyway, but it's happening.

So also permitting and the cost of building a data center is pretty high.

If you can collapse the cost of putting a payload into space, which SpaceX does with their Starship platform, and that's probably dropping the cost of putting a kilogram into space by 99%.

um that means that it becomes viable to put data centers in space which sounds amazingly crazy but it's likely to happen um just because it in some ways it's going to become easier to put data centers in space they're already up near the communication satellites so you can communicate with lasers and you know it's pretty pretty amazing what you can do and so the next hyperscaler the next

Amazon Web Services, Azure, Google Cloud, could well be SpaceX.

They could be the next provider of AI in space.

I think leaders really face a tough choice at the moment.

And I spend a lot of time talking with leadership teams, with boards.

And one of the first things I tell them is you have to make a choice.

You can continue with what I call 20th century thinking, or you can embrace 21st century thinking.

Let me explain what I mean.

For the last 50 or 60 years of information technology, the IT department has brought a new technology and leaders say, okay, great.

How can we use this to cut costs?

How can we do more with less?

And what that really means is fewer people.

And so that could be the way that leaders approach AI, but it is a very different technology than any of the previous stuff that's come out of the IT department.

You could, if you have a short-term view and an incremental growth view, you could use AI to do labor substitution, right?